+1,843.7%
MUU vs FCX
+60.1%
+1,783.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.8% |
| 7D | -8.2% | -2.3% | -6.0% | -5.7% |
| 30D | +10.2% | +2.7% | +7.5% | +2.7% |
| 3M | -26.5% | +7.4% | -33.9% | -31.1% |
| 6M | +227.2% | +16.0% | +211.2% | +197.5% |
| YTD | +527.4% | +40.9% | +486.5% | +376.3% |
| 1Y | +1,843.7% | +56.4% | +1,787.2% | +1,189.3% |
| All | +1,843.7% | +60.1% | +1,783.6% | +1,189.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FCX.
Daily Out/Under-Performance
Portfolio return minus FCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FCX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling